• Repositioning...

    April 17, 2017

    While the world’s superpowers reposition their military strength toward the borders of North Korea, the financial markets look to be following closely in their wake and reordering their asset weighting toward one of less risk. North Korea, Syria and Russia remain major diplomatic question marks for the U.S. State Department right now.

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  • Going Nowhere Fast...

    April 10, 2017

    If you thought surprise air strikes in Syria, a “nuclear option” in the U.S. Senate, and Fed talk of shrinking the U.S. balance sheet in 2017 would be enough to get a 1% move in the market, then you were wrong. The S&P 500 remains stuck in the mud no matter what the tape throws at it.

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  • The Rotation Continues

    April 3, 2017

    While the equity markets finished with a strong quarterly gain, it was the underlying rotation which left your portfolio spinning. The markets returned to their pre-election tone as growth stocks were bought and value stocks were sold. This trend is likely to continue until the market gains some certainty…

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  • Bogged Down...

    March 20, 2017

    I know that I am not the only one feeling it. You can see the increasing risk in the markets and uglier action on the tape. Credit is seeing selling even as recession fears are distant. Bank stocks are rolling over even with the Fed raising interest rates.

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  • March Madness

    March 13, 2017

    How is your bracket doing? Before the ACA Repeal and Replace plan hit the court last week, it already looked like its odds of passage were longer than Mount St. Mary’s chance to win the Men’s NCAA Basketball Tournament on April 3rd. We all know that this is just the first pass in a long negotiation…

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